Client Resources
Internal Revenue Service
Refund Status Information Needed
- Social Security Number
- Filing Status
- Amount of your refund
- Your personal information, including address, must match the information provided on your tax return to pay online.
- Your tax return has to be filed before you can submit payment.
Utah State Taxes
Refund Status Information Needed
- Social Security Number
- Filing Status
- Amount of your refund
Pay Utah Taxes Online
- Your personal information, including address, must match the information provided on your tax return to pay online.
- Your tax return has to be filed before you can submit payment.
Preferred Accounting Client Forms
Client Information Sheet: All current and new clients will be asked to fill out this form for personal and business tax.
General Tax Questionnaire: Use this questionnaire to help you know what information you should provide to our tax preparers.
Health Insurance Mandate Questionnaire: The 2018 tax year is the last year we need to verify you and your family were covered by health insurance.
Document Checklists
Gathering tax documents can be overwhelming. To ensure you gather all documents needed please use the checklists below. They have been updated to reflect the new tax law.
Personal Tax Document Checklist
Schedule C Tax Document Checklist
Schedule E Tax Document Checklist
Business Tax Document Checklist
Other Resources
Social Security Administration: To learn about retirement, disability, and more regarding social security.